Jamestown Capital Navigator Portfolio
| Maximum Drawdown* | Performance (2005 - 2009) | Annualized Return over 5 Years | |
| Jamestown Capital Navigator | -11.07% | 197.80% | 39.56% |
| S&P 500 | -56.78% | -7.99% | -1.60% |
Description: Our growth-oriented portfolio is designed for investors who are willing to carry some risk for the possibility of higher returns. We call this our 'Navigator' portfolio due to its designed ability to be nimble in any market.
The Navigator portfolio is an actively managed portfolio that utilizes blended investment strategies. To accomplish this, the Jamestown Navigator portfolio makes active trades within a mix of index and high-yield bond mutual funds. These funds do not have any transaction fees. This allows us to trade in and out of the different funds in order for the portfolio to be nimble and cost effective for you, the client. The Navigator portfolio can use both long and short index funds along with leveraged funds. Trades can occur up to daily.
Objectives: This portfolio's primary objective is to seek long-term growth.
How to invest: At Jamestown, we do not directly custody assets. Instead, you give us discretionary authority to make trades on your behalf in your account. For more information on how to use this strategy for your portfolios, please visit our section, "How to Invest".
You may also contact us at 801.377.9787
While the Navigator portfolio is a blend of different trading strategies that do have actual results, the results shown are generated from a mix of actual and hypothetical results. The S&P 500 is an index, and is used as a benchmark to compare performance. The Navigator portfolio is not designed to track the S&P 500 and may deviate from its performance. The Navigator portfolio returns are net of all management fees and transaction costs. Past performace is no guarantee of future results. An investment in this portfolio carries a possibility of loss.